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SPDR S&P MidCap 400 ETF Trust

1,287 hedge funds and large institutions have $13.9B invested in SPDR S&P MidCap 400 ETF Trust in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 348 increasing their positions, 437 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+61
Holders Change %
+4.98%
% of All Funds
18.65%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
120
Increased
348
Reduced
437
Closed
50
Calls
$182M
Puts
$287M
Net Calls
-$105M
Net Calls Change
-$516M
Name Holding Trade Value Shares
Change
Shares
Change %
HIC
651
Hartline Investment Corp
Illinois
$861K +$861K +1,548 New
V
652
VeraBank
Texas
$860K
IWC
653
Integrated Wealth Concepts
Massachusetts
$855K +$1.67K +3 +0.2%
AMM
654
American Money Management
California
$854K
OFG
655
Omega Financial Group
California
$852K -$56.7K -102 -6%
HAM
656
Harmony Asset Management
Arizona
$851K -$55.6K -100 -6%
CFP
657
Cascade Financial Partners
California
$847K +$847K +1,598 New
CWM
658
Cornerstone Wealth Management
Missouri
$842K -$2.78K -5 -0.3%
VIM
659
Vista Investment Management
Pennsylvania
$841K
RCS
660
Retirement Capital Strategies
California
$836K
BB
661
Bell Bank
North Dakota
$826K +$826K +1,485 New
GPI
662
General Partner Inc
Pennsylvania
$826K +$826K +1,484 New
PNC
663
Park National Corp
Ohio
$822K +$61.2K +110 +8%
TVAMP
664
Tennessee Valley Asset Management Partners
Tennessee
$818K -$1.13M -2,027 -58%
PMFA
665
Plante Moran Financial Advisors
Michigan
$817K +$1.11K +2 +0.1%
ALWM
666
Andrews Lucia Wealth Management
California
$817K -$74.6K -134 -8%
BOS
667
Bank of Stockton
California
$808K
BCI
668
Brinker Capital Investments
Pennsylvania
$805K +$56.2K +101 +8%
OPS
669
Orion Portfolio Solutions
Nebraska
$805K +$56.2K +101 +8%
BWM
670
BigSur Wealth Management
Florida
$803K +$803K +1,440 New
FWTB
671
First Western Trust Bank
Colorado
$802K -$556 -1 -0.1%
CWM
672
CCG Wealth Management
California
$800K
V
673
ViaWealth
Kansas
$797K -$128K -230 -14%
AIM
674
Aspen Investment Management
Michigan
$796K +$95.7K +172 +14%
TW
675
TritonPoint Wealth
Maryland
$790K -$11.4K -22 -1%